Setting Up Ocean Cloud Connect

About Ocean Cloud Connect

Ocean Cloud Connect enables total configuration of your EMR integration from a secure instance in the cloud that is accessible from any internet-connected device. No on-site device acting as a server (i.e. dedicated OceanConnect tablet) is needed to keep Ocean and your EMR synchronized and active.

Prerequisites

You must be an administrative user on your Ocean site in order to sign into or configure Cloud Connect.

From here, you can customize your configuration options. However, in most circumstances the default configuration will be sufficient.

QHR should automatically filter the list of providers to your specific clinic location and Ocean site. However, under the "General" section, the “Sync Appointments From” option will allow you to further filter or exclude certain providers, if needed.

Note: If you clinic does not accept walk in patients, you can safely ignore the fields under the "Walk In" section of the configuration. For more information about walk ins, please consult our guide: Set Up Ocean to Support Walk-In Patients.

Configuration is complete!

You will now return to the main summary screen.

The "Sync Status" panel on the left will show you if Ocean is synchronizing appointments with your EMR via Cloud Connect, when the last synchronization occurred, and when the next synchronization is scheduled for (full syncs will automatically occur once a day at midnight and appointment syncs will occur automatically every 30 minutes).

Once an initial sync has completed, feel free to verify patients are being uploaded correctly by signing into the Ocean Portal and inspecting the Patients tab.

If there are any errors with the configuration, an alert will be displayed on the main summary screen, in the "Sync Status" panel.

Ensure that Cloud Connect is activated in your Ocean Portal.

In the "Site Features" section, make sure the "Enable Ocean Cloud Connect" checkbox is checked off.

Disable OceanConnect (OceanConnect users only.)

If you have previously been using a dedicated tablet running the OceanConnect app as your connection between Ocean and your EMR, you can safely de-register this tablet after completing the above Cloud Connect set-up.

Note: Upon successful uninstall of the OceanConnect application, the Ocean Tablet app may become de-registered as a security precaution. If this occurs, you will need to re-register your tablet. For help registering, consult the support guide Register Your Tablet(s) Through the Ocean Tablet App.